Versions Compared

Old Version 19

changes.mady.by.user Nancy Cohn (Deactivated)

Saved on

compared with

New Version Current

changes.mady.by.user Nancy Cohn (Deactivated)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

You can print the loopbacks data displayed in the workspace. You can also export loopback data to various file formats for additional research. 

Export

Print Loopback Data

Global Process

To export all loopbacks displayed in the Global Process workspace:

From the Accounting Desk workspace, click 

print loopback data:

  1. In Accounting Center, in the left navigation pane, click Processing and Exceptions > Global Processes.
    You see the Global Process workspace.

  2. Search for the loopbacks you want to print.

  3. In the Loopbacks pane, click any row. 

  4. On the Loopbacks tab, in the Distribution group, click Print.
    The system prints all rows in the Loopbacks pane.

On this page

Table of Contents
maxLevel2
indent2 px


Export Loopback Data

To export loopback data:

  1. In Accounting Center, in the left navigation pane, click Processing and Exceptions > Global Processes.
    You see the Global Process workspace.

In the Loopbacks pane, select the

  1. Search for the loopbacks you want to

review.
  • Click Export.
  • Save the results and select the appropriate file format.
    Options include: 
    - Excel (*.xls)
    - Comma Separated (*.csv)
    - Text File (*.txt)

    1. export.

    2. In the Loopbacks pane, click any row.

    3. On the Loopbacks tab, in the Distribution group, click Export.
      You see a Microsoft Excel window with your results.

    4. On the File menu, click Save As. 
      You see the Save As window. 

    5. Select the appropriate file format. Enter the name of the file and select where you want to save this field on your file system.

    6. Click Save. 

    All

    1. The system exports all rows in the Loopbacks pane

    are exported

    1. to a file.

    Panel
    borderColor#9F9F9F
    titleColor#F7F9F9
    titleBGColor#B48436
    borderStyledashed
    titleContent on this page:

    Table of Contents
    maxLevel2
    indent2 px

    Print Loopback Details

    To print loopback details:

    1. In Accounting Center, in the left navigation pane, click Processing and Exceptions > Global Processes.
      You see the Global Process workspace.

    2. In the Loopback Details pane, select any row, and then click Print.
      The system prints all rows in the Loopback Details pane.

    Export Loopback Details

    To export loopback details:

    From the Accounting Desk workspace, click Global Process

    1. In Accounting Center, in the left navigation pane, click Processing and Exceptions > Global Processes.
      You see the Global Process workspace.

    2. In the Loopback Details pane, select

    the loopback details you want to review.Click Export.

    1. any row, and then click Export.
      You see a Microsoft Excel window with your results.

    2. On the File menu, click Save As. 
      Save the results and select the appropriate file format.

    1. Options include: 
      - Excel (*.xls)
      - Comma Separated (*.csv)
      - Text File (*.txt)

    1. Enter the name of the file and select where you want to save this field on your file system.

    2. Click Save. 

    All

    1. The system exports all rows in the Loopback Details pane

    are exported

    1. to a file.

    Print the Loopback Message

    To print the message for loopback details:

    1. In Accounting Center, in the left navigation pane, click Processing and Exceptions > Global Processes.
      You see the Global Process workspace.

    2. In the Loopback Details pane, select the loopback details you want to review.

    3. Right-click and then click Show Loopback Details. 
      You see the Loopback Message tab and the Exception Details tab for the selected loopback details row.

    4. Click the Loopback Message tab. 

    5. On the Loopbacks tab, in the Distribution group, click Print.
      The system prints all rows in the loopback message.

    Export the Loopback Message

    To export the message for loopback details:

    From the Accounting Desk workspace, click Global Process

    1. In Accounting Center, in the left navigation pane, click Processing and Exceptions > Global Processes.
      You see the Global Process workspace.

    2. In the

    Loopbacks Detail pane

    1. Loopback Details pane, select the loopback details you want to review.

    2. Right-click and then click Show Loopback Details. 
      You see the Loopback Message tab and the Exception Details tab for the selected loopback details row.

    3. Click the Loopback Message tab and then click the icon for the file format you want to use. 
      Options include:
      - Excel (Office Xml)
      - Excel (CSV)
      - Text (TXT)
      You see a results window that includes a File/Save As option or you see a Save As dialog box. 

    4. Save the results and select the appropriate file format. Enter the name of the file and select where you want to save this field on your file system.

    Click Save.

    1.  
      The system exports the loopback message

    is exported

    1. to a file

    . HighlightWRITERS NOTE: these are Automation Center's procedures. Are they out of date? Now I see an Excel window appear

    1. .

    If I click a loopback, the export dialog box shows all events? should I be able to export one event or all events? export details just exports details. What about Print? What is expected behavior?